Investor Management
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      2. Step 3: Deal In Progress
      3. Investor Management

      One Time Passcode

      One Time Passcode will allow investors to re-enter the DealMaker experience with minimal friction. A user that has previously accessed your deal, or has an existing DealMaker account, is presented with the applicable authentication options, as seen in the image below: 

       
      Screen Shot 2023-01-05 at 1.10.18 PM
      Authentication Options:
      • SSO (Google, Facebook, Linkedin) - available to all investors (but not present on embeddable flow)
      • Phone - available to investors who have provided a phone number
      • Email - always available
      • Account password - available to investors who have set a password
      As always, when an investor starts the experience and does not have an account, they will automatically enter the flow as a guest user.